Create new Clio contacts from new LEX Reception messages
Experience seamless contact management with this workflow that transforms every new message in LEX Reception into a Person Contact in Clio. Save time on manual entries and focus on more essential tasks with this real-time, easy-to-setup process. The benefit? A boost in your operational efficiency through streamlined communication tracking.
Experience seamless contact management with this workflow that transforms every new message in LEX Reception into a Person Contact in Clio. Save time on manual entries and focus on more essential tasks with this real-time, easy-to-setup process. The benefit? A boost in your operational efficiency through streamlined communication tracking.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Person Contact
Creates a person contact.
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